Compare · 2 funds side by side · dividends reinvested

TOPT and VTV

TOPTiShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$18,352VTV · best of the two

02 / 04

TOPT and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.80%+22.8%+27.5%+22.9%+12.9%−6.4%10.2%$184B1.0

iShares Top 20 U.S. Stocks ETFUS Stock Styles · Large cap0.20%0.36%+10.5%+9.2%[…][…]−12.5%15.4%$724M2.0

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: TOPT 2024 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Top 20 U.S. Stocks ETF · $724M[…]

TOPT

VTV

Vanguard Morningstar Value ETF · $184B$18,352

$10,000 five years ago, dividends reinvested · they hold 18.5% in common

TOPTMeasureVTV

+10.5%Year to dateJan 1 → Nov 4+22.8%

+9.2%1 yearTotal return+27.5%

[…]3 years · per year$10,000 became […] · $18,551+22.9%

[…]5 years · per year$10,000 became […] · $18,352+12.9%

0.20%Expense ratio$20 · $3 a year on $10k · lower is better0.03%

0.36%Trailing 12-mo yield$36 · $180 a year on $10k1.80%

−12.5%Worst dropSmaller is better−6.4%

15.4%VolatilityLower is calmer10.2%

TOPTVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

0–6VTV wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

TOPT vs VTV: Top 5 Holdings

Today

TOPT

51.4%in top 5

VTV

in top 515.8%

TOPTStockVTV

15.4%NVDAnot top 5

15.0%AAPLnot top 5

11.9%MSFTnot top 5

not top 5MU4.6%

4.5%LLYnot top 5

4.5%TSLAnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

not top 5XOM2.6%

not top 5JNJ2.4%

Held in common18.5%

End-of-day Nov 4, 2026 · share of each fund

TOPT vs VTV Returns, Every Period

iSharesTOPT

+9.2%

past year

VTVVanguard

+27.5%

past year

TOPTVTVFaded: behind in that period

0–2VTV wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

TOPT vs VTV

YTD

iSharesTOPT

+10.5%

VTVVanguard

+22.8%

+10.5%Year to date+22.8%

−12.5%Worst drop · 1Y−6.4%

15.4%Volatility · 1Y10.2%

0.4%Yield1.8%

$724MAssets$184B

4–0VTV wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: TOPT, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

TOPT0.20%$20

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: TOPT, VTV

1.80%highest, VTV

FundTrailing yieldYield$10k

VTV1.80%$180

TOPT0.36%$36

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$177most kept, VTV

VTV$180 − $3 = $177

TOPT$36 − $20 = $16

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: TOPT, VTV

Today

18.5%most shared, TOPT and VTV

TOPTVTV

TOPT—18.5%

VTV18.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+27.5%VTV, at 10.2% volatility

VTVWorst drop−6.4%10.2% vol

TOPTWorst drop−12.5%15.4% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

VTVTOPT

+22.8%Year to date+10.5%

1.8%Yield0.4%

+27.5%Past year+9.2%

0.03%Fee0.20%

4–0VTV wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+22.8%

SCHVSchwab

+20.4%

+22.8%Year to date+20.4%

1.8%Yield1.8%

$184BAssets$15.9B

1–0VTV wins

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026